Top 10 Independent (IFAs) & Restricted Financial Advisers in Upton Lovell
Hartsfield Financial Services Ltd
WarminsterWe’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped273Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentCole Gunning - Financial Adviser
WestburyProud, understanding, jargon-free. With extensive financial advice knowledge, I am dedicated to helping individuals and families navigate their financial journeys. My local perspective and I am here to provide personalized guidance every step of the way.
Clients
helped< 10Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedThe Private Office
TrowbridgeIndependent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Clients
helped32500Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Continuum Financial Services LLP
Great hintonI am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real.
Clients
helped122Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentHartsfield Financial Services Ltd
TrowbridgeWe’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped273Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentCraig Williams - Golden Valley Financial Planning Limited
FromeWe are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
Clients
helped15Minimum
wealth£0+Pensions & retirementCInitial consultation free FCA verified RestrictedM&G Wealth Advice
FromeWe provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped506Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedThe Private Office
FromeIndependent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Clients
helped32500Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentMPI Financial Advice
FromeWe provide a free update & advice service to help you understand your plans.
Clients
helped5198Minimum
wealth£0+Pensions & retirementSHInitial consultation free FCA verified IndependentDaniel Chard at True Potential Wealth Management
TrowbridgeAs a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.
ClientsRecently added
helpedMinimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Independent
How can a financial adviser help me?
An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:
- Accessing your pensions
- Choosing how to take your pension income
- Investing for the medium or long term
- Protecting your family finances
- Finding life insurance, critical illness cover and income protection
- Starting a business
- Setting up and managing a personal pension
- Funding long-term care for yourself or a loved one
- Leaving an inheritance while minimising tax
Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.
Why use Unbiased?
Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.